| Subject: | Add Dashboards and User customisable Dashboards to LinkSOFT |
| Summary: | Add Dashboards and User customisable Dashboards to LinkSOFT |
| Audit Notes: | Edited by sanjay on 20/06/22 17:13. Edited by sanjay on 20/06/22 17:11. Edited by sanjay on 06/04/22 09:44. |
| 06 Apr 2022 | 09:44AM Comment 1 by Sanjay (Link Technologies) ETC was changed from 30/06/2022 to 30/06/2022 |
| 20 Jun 2022 | 05:12PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 22-06-2022 05:11 PM Time Taken: 203.00 |
| Development Log: Created a new form in Windows BI Reports allowing users to design their own BI views. Added these functionalities: - Pivot Grid
- Grid
- Chart
- Scatter Chart
- Poes
- Gauges
- Cards
- Treemap
- Choropleth Map
- Geo Point Maps
- Range Filters
- Filter Elements
- Images
- Textboxes
- Groups
- Colour Palettes
- Color Editors
- Parameters
- Allow Automatic Updates
- Allow Manual Updates
- Allow Placement, Drag and Drop Functionality
- Allos Data Source Definitions (using XML)
- Allow Save and retrieve Data Sources - SQL, Oracle, Olap, Excel, and other SQL Compliant Datasources
- Allow Data Extraction and Update Extracted data sources
- Allow Rename and Delete Data Sources
- Allow Calculated Fields
- Allow Undo, Redo
- Enable context-sensitive editing
- Add Dynamic Drag and Drop dashboard X, Y and Z axis
- Add Filters for each axis element
Next step: - Reproduce functionality on Web Form
- Add some sample templates
- Update documentation
- Provide Reseller Training
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| 23 Jun 2022 | 01:16PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 29-06-2022 01:13 PM Time Taken: 189.00 |
| Added two new forms to WEB Business Intelligence: - Dashboard Designer
- Dashboard Viewer
Added the following functionality to Dashboard Designer - Pivot Grid
- Grid
- Chart
- Scatter Chart
- Poes
- Gauges
- Cards
- Treemap
- Choropleth Map
- Geo Point Maps
- Range Filters
- Filter Elements
- Images
- Textboxes
- Groups
- Colour Palettes
- Color Editors
- Parameters
- Allow Automatic Updates
- Allow Manual Updates
- Allow Placement, Drag and Drop Functionality
- Allos Data Source Definitions (using XML)
- Allow Save and retrieve Data Sources - SQL, Oracle, Olap, Excel, and other SQL Compliant Datasources
- Allow Data Extraction and Update Extracted data sources
- Allow Rename and Delete Data Sources
- Allow Calculated Fields
- Allow Undo, Redo
- Enable context-sensitive editing
- Add Dynamic Drag and Drop dashboard X, Y and Z axis
- Add Filters for each axis element
- Multiple Data sources
- Cross-Data Sources
Next Steps: Create dashboards for - Payroll
- Helpdesk
- Inventory
- Purchasing
- Recruitment
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| 30 Jun 2022 | 03:02PM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-07-2022 03:01 PM Time Taken: 6.00 Notes: Edited by sanjay on 01/07/22 15:46. |
| Created Dashboard for Helpdesk as shown below. Dashboards can be created, edited and modified by each user.
Figure 1 - Default Dashboard for Helpdesk
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| 01 Jul 2022 | 03:17PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-07-2022 03:15 PM Time Taken: 4.00 Notes: Edited by sanjay on 01/07/22 15:46. |
| Created Dashboard for POS as shown below. Dashboards can be created, edited and modified by each user.
Figure 1 - Default Dashboard for POS
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| 01 Jul 2022 | 03:44PM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-07-2022 03:17 PM Time Taken: 4.00 Notes: Edited by sanjay on 01/07/22 17:07. |
| Created Dashboard for Inventory as shown below. Dashboards can be created, edited and modified by each user.
Figure 1 - Default Dashboard for Inventory 
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| 01 Jul 2022 | 05:06PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-07-2022 03:46 PM Time Taken: 4.00 |
| Created Dashboard for HRM as shown below. Dashboards can be created, edited and modified by each user.
Figure 1 - Default Dashboard for HRM 
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| 04 Jul 2022 | 11:47AM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-07-2022 11:45 AM Time Taken: 8.00 |
| Added a new menu for Dashboard Viewers for users to switch between dashboards Figure 1 - Dashboard Viewer. (1) New Menu Item. (2) List of Pre-built Dashboards that can be edited by users with access to "Dashboard Designer"
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| 22 Jul 2022 | 01:45PM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 29-07-2022 01:39 PM Time Taken: 112.00 Notes: Edited by sanjay on 22/07/22 13:46. |
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The following tests were performed:
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Create a new Dashboard, Save and View
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| Pass
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| | 2 | Validate Datasource creation and maintenance, including Multiple data sources
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| Pass
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| | 3 | Validate Bar, Line, Scatter Pie charts creation, X-Y- axis data accuracy
|
| Pass
|
| | 4 | Validate Pand Placement, Resizing, Drag, drop and Snap lock controls
|
| Pass
|
| | 5 | Validate Calculated, Bound and Hidden Fields
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| Pass
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| 6
| Validate Refresh, Filters, Parameters
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| Pass
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| 7
| Validate Gauges, Pivot Grid, Poes, Cards and Treemaps
|
| Pass
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| 8
| Validate Color Palette, Editors and Filter elements
|
| Pass
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| 9
| Validate Time based filters, Dropdown Filters
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| Pass
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| 10
| Validate ALL Command Options
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| Pass
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Environment Details - OS version: Win11
- Application version: 14.00
- Setup on:
- Server: LinkQA4
- Database: LinkSOFT
- LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
- Login Details: Standard username and password for user "admin"
Next Step: Closure
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